Insurance Agent Job at Alchemy Financial Group, Wake Forest, NC

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  • Alchemy Financial Group
  • Wake Forest, NC

Job Description

About The Insurance Agent Position

We're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with Alchemy Financial, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.

Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you'd excel as an Insurance Agent, we'd love to hear from you.

Insurance Agent Responsibilities

Identify opportunities to sell life, health, or car insurance to a variety of clients, working with them to find the policy that best suits their needs

Go through policies with clients so that they have an understanding of the insurance costs and benefits

Work alongside marketing team members to further client outreach

Work alongside insurance adjusters

Maintain all client records

Provide continual service by processing insurance renewals and working to retain clients

Track insurance claims to ensure the satisfaction of all parties

Distribute policy funds after a claim has been settled

Answer client and potential client insurance-related queries as needed

Insurance Agent Requirements

BA/BS in business, economics, or related field preferred

Appropriate insurance licensing where required by law

Excellent customer service skills

In-depth knowledge of different types of insurance, including life, health, and car insurance

Strong organizational and time-management skills

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